How are expenses handled in OfBiz

[Imac]

Hi Everyone,

Was just wondering if there was an expenses component or what method is
there to handle employee expensesŠi.e. Mileage, gas, meals, etcŠ

Regards

[Anil Patel-3]

With OOTB, I recommend to record them as Purchase Invoice.

Anil Patel

> On Jan 5, 2014, at 8:54 AM, Imac <[hidden email]> wrote:
>
> Hi Everyone,
>
> Was just wondering if there was an expenses component or what method is
> there to handle employee expensesŠi.e. Mileage, gas, meals, etcŠ
>
> Regards
>
>

[Pierre Smits]

Unfortunately, there is no integrated solution available OOTB that deals
with the requisition, registration and approval of expenses and expense
requests. This kind of solution needs indept analysis of requirements to
define something that caters to not only small and medium enterprises, but
also applicability under various tax regimes for both single country and
cross border expenses.

We could start this requirement gathering and plan and build from there.

A purchase to expense order and subsequent invoice registration might, as
Anil recommended earlier, will only cater to parts of the business
processes involves and addresses/involves parties (employees) who are only
remotely involved in the processes (apart for striking deals with hotels,
travel agencies and such).

But if you are only thinking of registering the expenses in the accounting
module, functionalities are there. Even regarding payment thereof.

Regards,

Pierre Smits

*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com

[Imac]

Hi Pierre,

Thanks for the reply.

I would be happy to work out a workflow for expenses and even mockup
entities and screens if the community would be willing to help out with
the biz logic behind it (I'm not a programmer).

This really is a huge necessity for OfBiz to be complete OOTB.

Regards and Happy New Year

On 1/6/14 12:04 AM, "Pierre Smits" <[hidden email]> wrote:

>Unfortunately, there is no integrated solution available OOTB that deals
>with the requisition, registration and approval of expenses and expense
>requests. This kind of solution needs indept analysis of requirements to
>define something that caters to not only small and medium enterprises, but
>also applicability under various tax regimes for both single country and
>cross border expenses.
>
>We could start this requirement gathering and plan and build from there.
>
>A purchase to expense order and subsequent invoice registration might, as
>Anil recommended earlier, will only cater to parts of the business
>processes involves and addresses/involves parties (employees) who are only
>remotely involved in the processes (apart for striking deals with hotels,
>travel agencies and such).
>
>But if you are only thinking of registering the expenses in the accounting
>module, functionalities are there. Even regarding payment thereof.
>
>Regards,
>
>Pierre Smits
>
>*ORRTIZ.COM <http://www.orrtiz.com>*
>Services & Solutions for Cloud-
>Based Manufacturing, Professional
>Services and Retail & Trade
>http://www.orrtiz.com

[Anil Patel-3]

Very good, lets discuss your requirements. I am happy to give necessary help related to code review and commit to ofbiz svn.
 
Thanks and Regards
Anil Patel
Hotwax Media Inc
http://www.hotwaxmedia.com/
ApacheCon US 2013 Gold Sponsor
http://na.apachecon.com/sponsors/

On Jan 7, 2014, at 2:26 AM, Imac <[hidden email]> wrote:

> Hi Pierre,
>
> Thanks for the reply.
>
> I would be happy to work out a workflow for expenses and even mockup
> entities and screens if the community would be willing to help out with
> the biz logic behind it (I'm not a programmer).
>
> This really is a huge necessity for OfBiz to be complete OOTB.
>
> Regards and Happy New Year
>
> On 1/6/14 12:04 AM, "Pierre Smits" <[hidden email]> wrote:
>
>> Unfortunately, there is no integrated solution available OOTB that deals
>> with the requisition, registration and approval of expenses and expense
>> requests. This kind of solution needs indept analysis of requirements to
>> define something that caters to not only small and medium enterprises, but
>> also applicability under various tax regimes for both single country and
>> cross border expenses.
>>
>> We could start this requirement gathering and plan and build from there.
>>
>> A purchase to expense order and subsequent invoice registration might, as
>> Anil recommended earlier, will only cater to parts of the business
>> processes involves and addresses/involves parties (employees) who are only
>> remotely involved in the processes (apart for striking deals with hotels,
>> travel agencies and such).
>>
>> But if you are only thinking of registering the expenses in the accounting
>> module, functionalities are there. Even regarding payment thereof.
>>
>> Regards,
>>
>> Pierre Smits
>>
>> *ORRTIZ.COM <http://www.orrtiz.com>*
>> Services & Solutions for Cloud-
>> Based Manufacturing, Professional
>> Services and Retail & Trade
>> http://www.orrtiz.com
>
>

[Pierre Smits]

Anil,

Ed and I will write up some notes and after that schedule a date and time
slot for a brainstorm session via Skype. You're happily invited to
participate.

Regards,

Pierre Smits

*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com

[Anil Patel-3]

Good idea.

Thanks and Regards
Anil Patel
Hotwax Media Inc
http://www.hotwaxmedia.com/
ApacheCon US 2013 Gold Sponsor
http://na.apachecon.com/sponsors/



On Jan 7, 2014, at 7:28 AM, Pierre Smits <[hidden email]> wrote:

> Anil,
>
> Ed and I will write up some notes and after that schedule a date and time slot for a brainstorm session via Skype. You're happily invited to participate.
>
> Regards,
>
> Pierre Smits
>
> ORRTIZ.COM
> Services & Solutions for Cloud-
> Based Manufacturing, Professional
> Services and Retail & Trade
> http://www.orrtiz.com
>
>